CIA
FDCF icon

Cape Investment Advisory’s Fidelity Disruptive Communications ETF FDCF Stock Holding History

Cape Investment Advisory’s Portfolio FDCF Stock Details FDCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
4,968
+249
+5% +$12.1K 0.07% 204
2026
Q1 		$203K Buy
4,719
+45
+1% +$2.07K 0.07% 219
2025
Q4 		$225K Sell
4,674
-476
-9% -$22.8K 0.07% 200
2025
Q3 		$255K Buy
5,150
+718
+16% +$33.4K 0.25% 93
2025
Q2 		$197K Buy
4,432
+425
+11% +$16.7K 0.07% 186
2025
Q1 		$147K Buy
4,007
+165
+4% +$6.46K 0.06% 207
2024
Q4 		$145K Buy
3,842
+278
+8% +$10.7K 0.06% 207
2024
Q3 		$132K Buy
3,564
+2,289
+180% +$79.5K 0.05% 215
2024
Q2 		$45.1K Buy
1,275
+385
+43% +$12.8K 0.02% 308
2024
Q1 		$28.3K Buy
+890
New +$27.3K 0.01% 393

Other funds holding FDCF

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
SWIG
Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Cape Investment Advisory's FDCF Position: Q2 2026 in Review

Cape Investment Advisory increased its Fidelity Disruptive Communications ETF (FDCF) stake by 5.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,968 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #204.

Cape Investment Advisory first reported a position in FDCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $255K in Q3 2025. 15 funds tracked by Wall St. Rank hold FDCF as of Q2 2026.

  • Cape Investment Advisory held 4,968 shares of Fidelity Disruptive Communications ETF worth $248K as of Q2 2026.
  • Cape Investment Advisory bought 249 Fidelity Disruptive Communications ETF shares in Q2 2026, an estimated $12.1K.
  • Fidelity Disruptive Communications ETF made up 0.07% of Cape Investment Advisory's portfolio in Q2 2026, its #204 holding.
  • Cape Investment Advisory first reported a position in Fidelity Disruptive Communications ETF in Q1 2024 and has held it in 10 quarters since.
  • Cape Investment Advisory's Fidelity Disruptive Communications ETF position peaked at $255K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity Disruptive Communications ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.